Jun 11
As Australian alumina supply decreases, this tightens global smelter-grade alumina supply.
This increases the cost pressure on alkoxide-route #HPA producers in Asia who depend on aluminium metal as feedstock🫡
$A4N.AX $ABX.AX $AXE.AX $AVL.AX $BLG.AX $DVL.AX $EQR.AX $WBT.AX
Jun 11
Good thing that Alpha HPA's proprietary solvent extraction technology can produce #HPA without aluminium as feedstock.
Hard asset, local operation, low obsolescence.🫡
$A4N.AX $ABX.AX $AXE.AX $AVL.AX $BLG.AX $DVL.AX $EQR.AX $WBT.AX
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Jun 11
Good thing that Alpha HPA's proprietary solvent extraction technology can produce #HPA without aluminium as feedstock.
Hard asset, local operation, low obsolescence.🫡
$A4N.AX $ABX.AX $AXE.AX $AVL.AX $BLG.AX $DVL.AX $EQR.AX $WBT.AX
Jun 11
Alcoa Shares Drop as Firm Warns Alumina Unit Is ‘Underwater’
bloomberg.com/news/articles/…
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$AXE is the one deep tech asx play that makes me dream. It really is unique.
$AXE.AX software and hardware arms are not parallel bets — they are recursive.
QML layer defines and validates the workloads the 12CQ chip is being engineered to optimise.🫡
$BLG.AX $DVL.AX $WBT.AX
Jun 4
Archer Materials $AXE completes QML fraud detection tests: quantum neural network matched best classical results on a fraud dataset and flagged just 1 false positive.
smallcaps.com.au/article/arc…
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PARENTHESIS:
Bluglass ActivePort Complement:
$BLG.AX (at the Photonic CLOUD Layer): lower latency and lower energy costs.
$ATV.AX (at the Resistive EDGE Layer): lower latency and lower cost per token.🫡
$AXE.AX $DVL.AX $WBT.AX
THE FACTS:
Incumbents are pushing towards 50TB HAMR drives with storage costs scaling toward $4/TB by 2029.
Holographic rewritable would compete on latency and energy than cost — holographic storage has near zero idle power and lower latency🫡
$AXE.AX $BLG.AX $DVL.AX $WBT.AX
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THE FACTS:
Complete cloud storage tier map and where Bluglass and Weebit fit relative to each other.
$BLG optical memory: Hot Warm tier.
$WBT resistive memory: Warm Cold tier.
$AXE.AX $BLG.AX $DVL.AX $WBT.AX
THE FACTS:
The cloud storage tier map and where Bluglass fits in as a optical memory component supplier.
$AXE.AX $BLG.AX $DVL.AX $WBT.AX
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561
I think the best way to look at Bluglass $BLG.AX is based on wavelength, as that determines the end use case.
And since the market seems to be focused on drones and data centres, I will zero in on the defence and memory markets.🫡
$WBT.AX $DVL.AX $AXE.AX
Primer on Bluglass and target markets.
A lot going on with this thing.🫡
$WBT.AX $DVL.AX $AXE.AX $BLG.AX
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